phase-7: code restructure

server/controllers/finance.controller.ts

@@ -0,0 +1,75 @@
+import type { FastifyInstance, FastifyReply, FastifyRequest } from 'fastify';
+import { SimpleFINClient } from '../clients/SimpleFINClient';
+import { PortfolioRepository } from '../repositories/PortfolioRepository';
+import { PersonalFinanceAnalyzer, PortfolioAdvisor, ScreenerEngine } from '../services/index';
+import type { PortfolioHolding } from '../types';
+import { holdingSchema } from '../types/schemas';
+import { noopLogger } from '../utils/logger';
+
+export class FinanceController {
+  constructor(
+    private readonly engine: ScreenerEngine,
+    private readonly repo: PortfolioRepository,
+  ) {}
+
+  private static normalizeYahoo(ticker: string): string {
+    return ticker.toUpperCase().replace(/\./g, '-');
+  }
+
+  register(app: FastifyInstance): void {
+    app.get('/api/finance/portfolio', this.portfolio.bind(this));
+    app.post('/api/finance/holdings', { schema: holdingSchema }, this.addHolding.bind(this));
+    app.delete('/api/finance/holdings/:ticker', this.removeHolding.bind(this));
+    app.get('/api/finance/market-context', this.marketContext.bind(this));
+  }
+
+  private async portfolio(_req: FastifyRequest, reply: FastifyReply) {
+    if (!this.repo.exists()) return reply.code(404).send({ error: 'portfolio.json not found' });
+
+    const { holdings } = this.repo.read();
+
+    let personalFinance = null;
+    if (process.env.SIMPLEFIN_ACCESS_URL) {
+      const client = new SimpleFINClient({ logger: noopLogger });
+      const { accounts } = await client.getAccounts();
+      personalFinance = new PersonalFinanceAnalyzer().analyze(accounts);
+    }
+
+    const screenable = holdings
+      .filter((h) => (h.type ?? 'stock') !== 'crypto')
+      .map((h) => FinanceController.normalizeYahoo(h.ticker));
+
+    const results =
+      screenable.length > 0
+        ? await this.engine.screenTickers(screenable)
+        : { STOCK: [], ETF: [], BOND: [], ERROR: [], marketContext: {} as any };
+
+    const advice = await new PortfolioAdvisor().advise(holdings, results);
+    return { advice, personalFinance, marketContext: results.marketContext };
+  }
+
+  private async addHolding(req: FastifyRequest, reply: FastifyReply) {
+    const {
+      ticker,
+      shares,
+      costBasis = 0,
+      type = 'stock',
+      source = 'Manual',
+    } = req.body as PortfolioHolding;
+    const entry = this.repo.upsert({ ticker, shares, costBasis, type, source });
+    return reply.code(201).send(entry);
+  }
+
+  private async removeHolding(req: FastifyRequest, reply: FastifyReply) {
+    const ticker = (req.params as { ticker: string }).ticker.toUpperCase();
+    if (!this.repo.exists()) return reply.code(404).send({ error: 'portfolio.json not found' });
+
+    const removed = this.repo.remove(ticker);
+    if (!removed) return reply.code(404).send({ error: 'Holding not found' });
+    return { ok: true };
+  }
+
+  private async marketContext() {
+    return this.engine.getMarketContext();
+  }
+}